Skip to main content
Question

Allocating Product Issue

  • February 27, 2025
  • 6 replies
  • 49 views

We just started using Acumatica at the end of last year. We are running into a problem with allocating product. A couple different issues. We have been going back and forth on how to resolve it with no help. This is one example, I have 10 boxes of Product A. I then put 10 boxes of Product A in an order to be shipped next week. All good for now. However, if someone else puts an order for 10 boxes of Product A that ships out today the system will ship those boxes. The first order for next week did not allocate those boxes. This is constantly happening, and it is really frustrating our customers. 

I need the system to prevent this from happening for one reason. Let’s say I take a call for someone else’s customer. I will enter that into the system. The system should know if it needs to go to backorder. I can’t be putting it on a sticky note to hand to the sales rep. It needs to be entered into the system.
Our previous system would lock those available boxes into an order and if you created another order with that product, it would automatically kick it to backorder and would not allow a shipment to go out if we ran out.

6 replies

Forum|alt.badge.img
  • Acumatica Employee
  • 12 replies
  • February 27, 2025

Hello ​@clemquinones

You can select ‘’Allocated’’ checkbox to allocate the QTY on the Sales Order

 

 

 


  • Author
  • Freshman I
  • 2 replies
  • February 27, 2025

Hello,

I’ve tested this, and the system still allows shipments of older sales orders. Could it be a possible bug? 


jwright
Jr Varsity III
Forum|alt.badge.img+1
  • Jr Varsity III
  • 46 replies
  • February 27, 2025

@clemquinones What status do you leave the sales order on? If Open, then the inventory should stay with the first sales order with the “allocated” checkbox on each line.


Neil Cantral
Jr Varsity I
Forum|alt.badge.img+3
  • Jr Varsity I
  • 61 replies
  • February 28, 2025

Echoing the others, the allocated checkbox would lock in the inventory for a particular line.

It sounds like you are expecting qty to be allocated on order entry instead of shipment creation. Have you looked into using the “Require Stock Allocation” option on the order type? This unassuming checkbox can have a significant impact on your workflow and might better align with your expectations.


abrunner78
Jr Varsity III
Forum|alt.badge.img
  • Jr Varsity III
  • 40 replies
  • February 28, 2025

@clemquinones We go one step further here at Tormach and have the order type set to require allocation. This allows the inventory to be automatically allocated, if it is available, during order creation. For items that weren’t available, we run the Manage Sales Allocation on a schedule to allocate based on order date. This ensures we don’t have to babysit our orders. 


  • Author
  • Freshman I
  • 2 replies
  • March 3, 2025

thank you everyone. I am following up with the support staff we use to make sure we’re doing some of these at the very least.

 

 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings